Navigating CloudM Manage

Once you have signed in, you will be directed to the CloudM Manage default landing page for your domain (as set by your Administrator). This landing page can be set under Settings > Global Login Controls > Landing Page, and can either be URL or HTML.

You can quickly move to the different features of CloudM Manage by selecting the required option from the Functions bar (which is persistently displayed on the left side of the screen), which will prompt the Sub Function bar to be displayed.

You can choose between the following functions:

• Home - View Domain Insight messages and Product Activity charts

• Directory - Create, edit and delete your domain information, such as Organizational Units, Users, Smart Teams, Groups, and Contacts.
  • Org Units
  • Smart Teams
  • Groups
  • Smart Contacts
  • External Contacts
  • Users

• Administrate - Set workflows that affect your domain, such as the Onboarding and Offboarding policies and Email Signature management. 
  • Onboarding
  • Delegation
  • Security
  • Offboarding Workflow
  • Offboarding Status
  • Profile Fields

• Signatures - Create, assign and schedule Email Signatures to Organizational Units and Smart Teams
  • Email Signature Library
  • Email Signature Management

• Settings - Global settings to configure settings within the Manage platform.
  • Customization / Branding
  • Roles
  • Domain Settings
  • Integration
  • Global Login Controls
  • BigQuery
  • Logs

The Header bar is also displayed on all screens and has the following elements:

• Search bar - You can search your directory to find specific users. For more details, please refer to the Searching in CloudM Manage article. 
• Question icon - Selecting the question icon will open up an in-software Help section that displays articles from the CloudM Knowledge Base that refer to the function described on your current page.

• Notification Bell icon - Selecting the Notification Bell icon will display the latest notifications.
• Profile icon - Selecting the Profile icon will take you to your personal profile page, where you can update your personal information and password.